United Parcel Service, Inc.
US ˙ NYSE ˙ US9113121068

SecurityUPS / United Parcel Service, Inc.
InstitutionLeelyn Smith, LLC
Latest Disclosed Ownership28,058 shares
Latest Disclosed Value $ 2,760,338
Leelyn Smith, LLC reports 10.06% increase in ownership of UPS / United Parcel Service, Inc.

On April 27, 2026 - Leelyn Smith, LLC filed a 13F-HR form disclosing ownership of 28,058 shares of United Parcel Service, Inc. (US:UPS) valued at $2,760,346 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 25,494 shares of United Parcel Service, Inc.. This represents a change in shares of 10.06% during the quarter. The current value of the position is $3,049,063 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-27 2026-03-31 13F UNITED PARCEL SVCS CL B 911312106 28,058 2,564 10.06 2,760 9.18 0.3871
2026-01-28 2025-12-31 13F UNITED PARCEL SERVICE CL B 911312106 25,494 -564 -2.16 2,529 16.18 0.3656
2025-10-30 2025-09-30 13F UNITED PARCEL SERVICE CL B 911312106 26,058 2,801 12.04 2,177 -7.29 0.3278
2025-07-31 2025-06-30 13F UNITED PARCEL SERVICE CL B 911312106 23,257 1,330 6.07 2,348 -2.65 0.3851
2025-05-02 2025-03-31 13F UNITED PARCEL SERVICE CL B 911312106 21,927 862 4.09 2,412 -9.22 0.4285
2025-02-10 2024-12-31 13F UNITED PARCEL SERVICE CL B 911312106 21,065 21,065 2,656 0.4731
2023-05-12 2023-03-31 13F UNITED PARCEL COMMON STOCK 911312106 0 -768 -100.00 0 -100.00
2023-02-10 2022-12-31 13F UNITED PARCEL COMMON STOCK 911312106 768 407 112.74 134 129.31 0.0367
2022-11-14 2022-09-30 13F UNITED PARCEL COMMON STOCK 911312106 361 0 0.00 58 -12.12 0.0200
2022-08-09 2022-06-30 13F UNITED PARCEL COMMON STOCK 911312106 361 -10 -2.70 66 -17.50 0.0171
2022-05-11 2022-03-31 13F UNITED PARCEL COMMON STOCK 911312106 371 10 2.77 80 3.90 0.0209
2022-02-14 2021-12-31 13F UNITED PARCEL COMMON STOCK 911312106 361 -35 -8.84 77 6.94 0.0206
2021-11-12 2021-09-30 13F UNITED PARCEL COMMON STOCK 911312106 396 35 9.70 72 -4.00 0.0208
2021-08-31 2021-06-30 13F UNITED PARCEL COMMON STOCK 911312106 361 -51 -12.38 75 7.14 0.0221
2021-05-05 2021-03-31 13F UNITED PARCEL COMMON STOCK 911312106 412 -1,267 -75.46 70 -75.27 0.0208
2021-01-15 2020-12-31 13F UNITED PARCEL Common Stock 911312106 1,679 -9,599 -85.11 283 -84.94 0.0905
2020-11-05 2020-09-30 13F UNITED PARCEL Common Stock 911312106 11,278 -425 -3.63 1,879 44.43 0.6630
2020-08-06 2020-06-30 13F UNITED PARCEL Common Stock 911312106 11,703 523 4.68 1,301 24.62 0.5361
2020-05-06 2020-03-31 13F UNITED PARCEL Common Stock 911312106 11,180 2,167 24.04 1,044 -1.04 0.5570
2020-02-06 2019-12-31 13F UNITED PARCEL COM 911312106 9,013 9,013 1,055 0.5079
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.